EMFO LLC’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $389K | Buy |
4,000
+1,000
| +33% | +$97.2K | 0.35% | 55 |
|
|
2024
Q1 | $282K | Hold |
3,000
| – | – | 0.26% | 79 |
|
|
2023
Q4 | $280K | Buy |
3,000
+1,000
| +50% | +$93.3K | 0.26% | 80 |
|
|
2023
Q3 | $163K | Hold |
2,000
| – | – | 0.15% | 98 |
|
|
2023
Q2 | $171K | Hold |
2,000
| – | – | 0.16% | 102 |
|
|
2023
Q1 | $176K | Buy |
+2,000
| New | +$176K | 0.17% | 91 |
|
|
2022
Q2 | – | Sell |
-3,250
| Closed | -$284K | – | 336 |
|
|
2022
Q1 | $284K | Hold |
3,250
| – | – | 0.26% | 77 |
|
|
2021
Q4 | $319K | Hold |
3,250
| – | – | 0.28% | 75 |
|
|
2021
Q3 | $316K | Hold |
3,250
| – | – | 0.28% | 71 |
|
|
2021
Q2 | $298K | Buy |
+3,250
| New | +$298K | 0.26% | 79 |
|